Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Truist Financial Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,669
- +146 vs. Q3 2025
- Shares held
- 962.3M
- +18.6M (+2.0%) vs. Q3 2025
- Total value
- $47.2B
- +$4.07B (+9.4%) vs. Q3 2025
- New holders
- 240
- 605 more added
- Sold out
- 94
- 624 more reduced
39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,706 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 257 | $12.6K | 0.00% | +21+8.9% | Added |
| Bangor Savings Bank | 264 | $13.0K | 0.00% | −3−1.1% | Reduced |
| Eq Wealth Advisors, LLC | 265 | $13.0K | 0.01% | +265 | New |
| Scarborough Advisors, LLC | 272 | $13.4K | 0.00% | +147+117.6% | Added |
| Frazier Financial Advisors, LLC | 275 | $13.5K | 0.01% | +216+366.1% | Added |
| Howard Hughes Medical Institute | 276 | $13.6K | 0.01% | −1−0.4% | Reduced |
| Stone House Investment Management, LLC | 280 | $13.8K | 0.00% | +8+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 288 | $14.0K | 0.00% | −2,002−87.4% | Reduced |
| Valued Wealth Advisors LLC | 287 | $14.1K | 0.01% | +15+5.5% | Added |
| Fortitude Family Office, LLC | 291 | $14.3K | 0.00% | −3−1.0% | Reduced |
| Highline Wealth Partners LLC | 293 | $14.4K | 0.00% | +26+9.7% | Added |
| Old Second National Bank of Aurora | 300 | $14.8K | 0.00% | −145−32.6% | Reduced |
| Coastline Trust Co | 300 | $14.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $14.8K | 0.01% | +300 | New |
| Estate Planners Group, LLC | 300 | $14.8K | 0.01% | +300 | New |
| Solstein Capital, LLC | 311 | $15.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 320 | $15.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 333 | $16.4K | 0.01% | +333 | New |
| Dunhill Financial, LLC | 333 | $16.4K | 0.00% | +13+4.1% | Added |
| Meeder Asset Management Inc | 338 | $16.6K | 0.00% | −27−7.4% | Reduced |
| Piscataqua Savings Bank | 360 | $17.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 361 | $17.8K | 0.00% | −50−12.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 361 | $17.8K | 0.00% | +150+71.1% | Added |
| Prestige Wealth Management Group LLC | 364 | $17.9K | 0.00% | −104−22.2% | Reduced |
| Hanson & Doremus Investment Management | 356 | $18.0K | 0.00% | −52−12.7% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $18.3K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 378 | $18.6K | 0.01% | +378 | New |
| Monetary Management Group Inc | 388 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 388 | $19.1K | 0.02% | +4+1.0% | Added |
| Orion Capital Management LLC | 389 | $19.1K | 0.01% | +4+1.0% | Added |
| Aspect Partners, LLC | 389 | $19.1K | 0.01% | −254−39.5% | Reduced |
| Tucker Asset Management LLC | 389 | $19.1K | 0.01% | +389 | New |
| Country Trust Bank | 397 | $19.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $19.6K | 0.00% | +154+62.9% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $19.8K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 405 | $19.9K | 0.01% | +405 | New |
| TD Capital Management LLC | 406 | $20.0K | 0.00% | +4+1.0% | Added |
| High Note Wealth, LLC | 409 | $20.1K | 0.00% | +79+23.9% | Added |
| Anfield Capital Management, LLC | 410 | $20.2K | 0.01% | +236+135.6% | Added |
| Morton Brown Family Wealth, LLC | 424 | $20.9K | 0.01% | +3+0.7% | Added |
| McIlrath & Eck, LLC | 427 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 437 | $21.5K | 0.01% | +10+2.3% | Added |
| McGuire Capital Advisors Inc | 447 | $22.0K | 0.01% | +447 | New |
| Hartford Financial Management Inc. | 449 | $22.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 460 | $22.6K | 0.01% | +171+59.2% | Added |
| Ogorek Anthony Joseph | 481 | $23.0K | 0.01% | −65−11.9% | Reduced |
| N.E.W. Advisory Services LLC | 473 | $23.3K | 0.00% | +73+18.3% | Added |
| Prosperity Bancshares Inc | 475 | $23.4K | 0.02% | +475 | New |
| True Wealth Design, LLC | 479 | $23.6K | 0.01% | −15−3.0% | Reduced |
| Richard W. Paul & Associates, LLC | 480 | $23.6K | 0.01% | −8−1.6% | Reduced |
| Westfuller Advisors, LLC | 482 | $23.7K | 0.01% | +101+26.5% | Added |
| PFS Partners, LLC | 484 | $23.8K | 0.01% | +121+33.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 498 | $24.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 505 | $24.9K | 0.00% | +505 | New |
| Swiss Re Ltd | 533 | $26.2K | 0.00% | +533 | New |
| Peoples Financial Services Corp. | 568 | $27.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $28.1K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 589 | $29.0K | 0.01% | +589 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $29.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 600 | $29.5K | 0.01% | −775−56.4% | Reduced |
| Triumph Capital Management | 600 | $29.5K | 0.01% | +600 | New |
| Loomis Sayles & Co L P | 601 | $29.6K | 0.00% | −22−3.5% | Reduced |
| Hallmark Capital Management Inc | 619 | $30.5K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 624 | $30.7K | 0.01% | +7+1.1% | Added |
| McMillan Office, Inc. | 629 | $31.0K | 0.00% | +629 | New |
| Horizon Financial Services, LLC | 634 | $31.2K | 0.01% | +7+1.1% | Added |
| Tripletail Wealth Management, LLC | 634 | $31.2K | 0.04% | −183−22.4% | Reduced |
| Glen Eagle Advisors, LLC | 635 | $31.2K | 0.00% | +157+32.8% | Added |
| Financial Perspectives, Inc | 637 | $31.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 640 | $32.0K | 0.02% | −56−8.0% | Reduced |
| Wealth Preservation Advisors, LLC | 652 | $32.1K | 0.02% | +16+2.5% | Added |
| Maseco LLP | 652 | $32.1K | 0.00% | +228+53.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 657 | $32.3K | 0.05% | +431+190.7% | Added |
| Rosenberg Matthew Hamilton | 668 | $32.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 676 | $33.0K | 0.02% | −534−44.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 682 | $33.6K | 0.00% | +682 | New |
| Steigerwald, Gordon & Koch Inc. | 695 | $34.2K | 0.00% | −192−21.6% | Reduced |
| Winch Advisory Services, LLC | 712 | $35.1K | 0.01% | +8+1.1% | Added |
| Atlantic Private Wealth, LLC | 715 | $35.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 759 | $37.4K | 0.01% | −100−11.6% | Reduced |
| Signature Equity Partners, LLC | 797 | $39.2K | 0.02% | +797 | New |
| Gen-Wealth Partners Inc | 798 | $39.3K | 0.01% | +798 | New |
| Ramirez Asset Management, Inc. | 800 | $39.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 822 | $40.5K | 0.01% | +298+56.9% | Added |
| FSA Advisors, Inc. | 16,137 | $40.7K | 0.03% | +16,137 | New |
| Winthrop Capital Management, LLC | 840 | $41.0K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 834 | $41.0K | 0.00% | +834 | New |
| Quest 10 Wealth Builders, Inc. | 843 | $41.5K | 0.04% | +806+2,178.4% | Added |
| Horizons Wealth Management | 853 | $42.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $42.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 940 | $46.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 961 | $47.3K | 0.01% | −15−1.5% | Reduced |
| CoreCap Advisors, LLC | 976 | $48.0K | 0.00% | −44−4.3% | Reduced |
| Torren Management, LLC | 985 | $48.5K | 0.02% | +985 | New |
| DV Trading LLC | 1,000 | $49.2K | 0.00% | +1,000 | New |
| Ancora Advisors, LLC | 1,006 | $49.5K | 0.00% | +313+45.2% | Added |
| Catalyst Capital Advisors LLC | 1,011 | $49.8K | 0.00% | −727−41.8% | Reduced |
| WPG Advisers, LLC | 1,021 | $50.2K | 0.04% | +633+163.1% | Added |
| Dorato Capital Management | 1,010 | $50.3K | 0.04% | +1,010 | New |